Fractal Investments’s Hess Midstream HESM Stock Holding History

Fractal Investments’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.6M	Sell	1,160,420 -24,800	-2%	-$953K	5.03%	10
2026 Q1	$46.1M	Hold	1,185,220	–	–	5.45%	7
2025 Q4	$40.9M	Hold	1,185,220	–	–	5.71%	7
2025 Q3	$40.9M	Buy	1,185,220 +893,973	+307%	+$35.5M	5.91%	6
2025 Q2	$11.2M	Buy	291,247 +56,000	+24%	+$2.13M	1.6%	14
2025 Q1	$9.95M	Hold	235,247	–	–	1.38%	15
2024 Q4	$8.71M	Hold	235,247	–	–	1.33%	17
2024 Q3	$8.3M	Hold	235,247	–	–	1.4%	15
2024 Q2	$8.57M	Hold	235,247	–	–	1.49%	15
2024 Q1	$8.5M	Hold	235,247	–	–	1.54%	15
2023 Q4	$7.44M	Buy	235,247 +185,800	+376%	+$5.69M	1.53%	16
2023 Q3	$1.44M	Hold	49,447	–	–	0.3%	26
2023 Q2	$1.52M	Hold	49,447	–	–	0.34%	26
2023 Q1	$1.43M	Hold	49,447	–	–	0.33%	28
2022 Q4	$1.48M	Hold	49,447	–	–	0.35%	28
2022 Q3	$1.26M	Buy	49,447 +9,000	+22%	+$257K	0.33%	29
2022 Q2	$1.13M	Buy	40,447 +3,300	+9%	+$102K	0.37%	28
2022 Q1	$1.11M	Hold	37,147	–	–	0.33%	28
2021 Q4	$1.03M	Buy	+37,147	New	+$963K	0.35%	31

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fractal Investments's HESM Position: Q2 2026 in Review

Fractal Investments reduced its Hess Midstream (HESM) stake by 2.1% in Q2 2026, selling an estimated $953K and leaving 1,160,420 shares worth $43.6M. The position accounts for 5.03% of the portfolio, ranked #10.

Fractal Investments first reported a position in HESM in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.1M in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Fractal Investments held 1,160,420 shares of Hess Midstream worth $43.6M as of Q2 2026.
Fractal Investments sold 24,800 Hess Midstream shares in Q2 2026, an estimated $953K.
Hess Midstream made up 5.03% of Fractal Investments's portfolio in Q2 2026, its #10 holding.
Fractal Investments first reported a position in Hess Midstream in Q4 2021 and has held it in 19 quarters since.
Fractal Investments's Hess Midstream position peaked at $46.1M in Q1 2026.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Fractal Investments's 13F filing for Q2 2026, filed 23 Jul 2026.